Jeff Yass’s iShares S&P 500 3% Capped ETF TOPC Stock Holding History

Jeff Yass’s Portfolio TOPC Stock Details TOPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$691K	Sell	20,044 -9,124	-31%	-$302K	﹤0.01%	9137
2026 Q1	$875K	Buy	29,168 +9,586	+49%	+$299K	﹤0.01%	8230
2025 Q4	$607K	Sell	19,582 -20,534	-51%	-$631K	﹤0.01%	8350
2025 Q3	$1.22M	Sell	40,116 -3,427	-8%	-$101K	﹤0.01%	6879
2025 Q2	$1.24M	Buy	+43,543	New	+$1.17M	﹤0.01%	6887

Other funds holding TOPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jeff Yass's TOPC Position: Q2 2026 in Review

Jeff Yass reduced its iShares S&P 500 3% Capped ETF (TOPC) stake by 31% in Q2 2026, selling an estimated $302K and leaving 20,044 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #9137.

Jeff Yass first reported a position in TOPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q2 2025. 9 funds tracked by Wall St. Rank hold TOPC as of Q2 2026.

Jeff Yass held 20,044 shares of iShares S&P 500 3% Capped ETF worth $691K as of Q2 2026.
Jeff Yass sold 9,124 iShares S&P 500 3% Capped ETF shares in Q2 2026, an estimated $302K.
iShares S&P 500 3% Capped ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9137 holding.
Jeff Yass first reported a position in iShares S&P 500 3% Capped ETF in Q2 2025 and has held it in 5 quarters since.
Jeff Yass's iShares S&P 500 3% Capped ETF position peaked at $1.24M in Q2 2025.
9 funds tracked by Wall St. Rank held iShares S&P 500 3% Capped ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.